+250.2%
XLI vs TEAM
+513.9%
-263.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.8% | -0.8% |
| 7D | -2.3% | -7.8% | +5.5% | -1.6% |
| 30D | -8.2% | +16.5% | -24.7% | -9.7% |
| 3M | +0.8% | +96.2% | -95.4% | -6.8% |
| 6M | +0.8% | +130.2% | -129.3% | -9.5% |
| YTD | +10.5% | +10.7% | -0.2% | +7.8% |
| 1Y | +14.1% | +3.0% | +11.1% | +12.1% |
| 3Y | +68.6% | -13.1% | +81.7% | +65.0% |
| 5Y | +80.4% | -52.7% | +133.1% | +81.4% |
| All | +250.2% | +513.9% | -263.8% | +144.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TEAM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling